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Posts Tagged ‘earnings’

Exclude the big guys and first quarter earnings weren’t even positive

Yesterday I reported on a rather optimistic view of fourth quarter 2019 earnings that have been reported recently. Here's a much less optimistic take from John Authers at Bloomberg and Andrew Lapthorne of SocGen. With three-quarters of the companies in the S%P 500 reporting, fourth-quarter earnings look to be up 1.2% year over year, I […]

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Saturday Night Quarterback says, For the week ahead expect…

..more earnings reports in what is turning out to be a decent quarter for earnings. Going into the season for reporting fourth quarter 2019 earnings, the fear was that results would disappoint for the period with the stocks in the Standard & Poor's 500 showing another year to year drop in earnings. Now with three-quarters […]

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Good earnings news from JPMorgan Chase and bad holiday retail news balance out today

This morning JPMorgan Chase (JPM)  reported that fourth quarter earnings jumped 21% with annual earnings for 2019 rising to a record $36.4 billion. Chalk this one up to a rebound in trading revenue, especially fixed income trading where revenue came in $1 billion above analyst estimates. That good news today was balanced by negative news […]

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Trick or Trend: In this FOMO market, earnings growth doesn’t count for much–which is good since there isn’t much growth in the cards for the fourth quarter

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Here's the context that says nothing much matters in the stock market these days except […]

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Ho, hum–another day, another all time high driven by FOMO

Today, Monday November 4, the Dow Jones Industrial Average hit its first new all-time high since July. The Standard & Poor's 500 and the NASDAQ Composite also saw new highs. Stocks gave up some of their gains into the close but the Dow still finished up 0.39% for the day and the S&P 500 closed […]

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An Amazon quarter disappoints but not for the usual reasons

You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is distinguished by a big jump in capital spending and operating expenses. […]

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A tale of two tech markets as Texas Instruments and Apple move in opposite directions.

Shares of Texas Instruments (TXN) closed down 7.48% today after the company reported that third-quarter earning felt $1.49 a share from $1.58 a share in the third quarter of 2018. Revenue dropped 11% year over year. On the other hand, shares of Apple continued to move higher today, closing up 1.34%. Traders and investors are […]

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Enthusiasm for this quarter’s earnings; worry about guidance for 2020

Today the Standard & Poor's 500 matched a 12-week high and made yet another assault on a new all-time record. Better than expected earnings have been the market driver. Some 81% of the S&P 500 companies that have reported for the quarter so far have beat earnings estimates. That's near a record pace of earnings […]

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Saturday Night Quarterback says, For the week ahead expect…

...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than Amazon Web Services. But Amazon Web Service is so much bigger--with about 3 times the […]

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Odd day: stocks rise on bank earnings oil falls on global growth fears

Good earnings news from big U.S. banks drove U.S. stocks higher today. As of 3 p.m. New York time, the Standard & Poor's 500 was up 1.10% and the Dow Jones Industrial Average was ahead 1.03%. The NASDAQ Composite had climbed .28% and the Russell 2000 small cap index had gained 1.17%. The iShares MSCI […]

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